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Independent RIAs in Oklahoma

As of October 2, 2026, 165 independent wealth management RIAs based in Oklahoma reported $29.2 billion in regulatory assets under management; the largest by assets was Tom Johnson Investment Management, LLC, with $1.6 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
165
SEC-registered
64
State-registered
101
Regulatory assets under management
$29.2 billion
Client accounts
88,946
Median firm size
$66.1 million
Broker-dealer affiliated firms, not included
6, with $2.6 billion

Oklahoma requires IAR continuing education, in effect since 2023. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Oklahoma.

Top firms in Oklahoma

Largest independent RIAs by assets under management

Rank Firm City RAUM
1 Tom Johnson Investment Management, LLC Oklahoma City $1.6 billion
2 Trinity Strategic Wealth Tulsa $1.5 billion
3 Forge Financial Edmond $1.5 billion
4 Gibraltar Capital Management, Inc. Tulsa $1.3 billion
5 Allegiant Wealth Advisors, LLC Tulsa $1.2 billion
6 Fourpath Capital Management, LLC Oklahoma City $1.1 billion
7 The Advisory Resource Group, LLC Tulsa $926.6 million
8 Warburton Capital Management, LLC Tulsa $786.6 million
9 Cadent Capital Advisors, LLC Tulsa $785.8 million
10 Castlepoint Wealth Advisors Oklahoma City $751.4 million

Top 100 in Oklahoma

Fastest-growing independent RIAs over one year

Rank Firm City Growth Starting value
1 McGuire Capital Advisors, Inc. Bethany 74.3% $116.1 million
2 Gibraltar Capital Management, Inc. Tulsa 60.5% $840.6 million
3 Burkholder Wealth Management Tulsa 48.9% $255.1 million
4 Oath Planning, LLC Tulsa 41.9% $200.6 million
5 J M Brown Financial Partners Tulsa 27.9% $158.0 million
6 JM2 Capital Inc. Edmond 27.9% $186.4 million
7 Plan Group Financial, Inc. Oklahoma City 27.5% $541.4 million
8 Lig Capital Management, LLC Oklahoma City 27.3% $196.8 million
9 Sutterfield Financial Group, Inc. Bartlesville 24.3% $220.8 million
10 Castlepoint Wealth Advisors Oklahoma City 24.2% $605.0 million

Top 100 in Oklahoma

Fastest-growing independent RIAs over three years

Rank Firm City Growth Starting value
1 Burkholder Wealth Management Tulsa 49.2% $114.3 million
2 Plan Group Financial, Inc. Oklahoma City 41.8% $242.3 million
3 Oath Planning, LLC Tulsa 40.3% $103.2 million
4 Fourpath Capital Management, LLC Oklahoma City 33.5% $445.0 million
5 Castlepoint Wealth Advisors Oklahoma City 32.0% $326.7 million
6 Adaptation Financial Advisors Inc. Oklahoma City 31.4% $103.0 million
7 Olistico Wealth, LLC Tulsa 30.0% $169.2 million
8 JM2 Capital Inc. Edmond 28.6% $112.1 million
9 Lig Capital Management, LLC Oklahoma City 28.4% $118.4 million
10 Gibraltar Capital Management, Inc. Tulsa 23.3% $719.4 million

Top 100 in Oklahoma

Fastest-growing independent RIAs over five years

Rank Firm City Growth Starting value
1 Plan Group Financial, Inc. Oklahoma City 30.2% $184.5 million
2 Fourpath Capital Management, LLC Oklahoma City 20.5% $417.0 million
3 Castlepoint Wealth Advisors Oklahoma City 19.3% $310.8 million
4 The Legacy Financial Group, Inc. Tulsa 17.6% $263.0 million
5 Gibraltar Capital Management, Inc. Tulsa 17.1% $611.4 million
6 Scissortail Wealth Management, LLC Tulsa 16.2% $268.3 million
7 Warburton Capital Management, LLC Tulsa 15.0% $391.7 million
8 Council Oak Wealth Advisors Tulsa 14.8% $265.4 million
9 Melia Wealth LLC Tulsa 14.2% $289.0 million
10 Forge Financial Edmond 13.0% $790.9 million

Top 100 in Oklahoma

Independent RIAs with the biggest asset gains over one year

Rank Firm City Increase
1 Gibraltar Capital Management, Inc. Tulsa $508.4 million
2 Forge Financial Edmond $255.8 million
3 Allegiant Wealth Advisors, LLC Tulsa $211.8 million
4 Plan Group Financial, Inc. Oklahoma City $148.9 million
5 Castlepoint Wealth Advisors Oklahoma City $146.4 million
6 Cadent Capital Advisors, LLC Tulsa $134.8 million
7 Fourpath Capital Management, LLC Oklahoma City $127.6 million
8 Burkholder Wealth Management Tulsa $124.7 million
9 The Advisory Resource Group, LLC Tulsa $117.8 million
10 Everpar Advisors LLC Tulsa $99.3 million

Top 100 in Oklahoma

Independent RIAs with the most clients

Rank Firm City Most clients
1 Tom Johnson Investment Management, LLC Oklahoma City 11,262
2 Forge Financial Edmond 9,372
3 Trinity Strategic Wealth Tulsa 1,763
4 Gaddis Premier Wealth Advisors LLC Durant 1,460
5 McGuire Capital Advisors, Inc. Bethany 1,440
6 Plan Group Financial, Inc. Oklahoma City 1,221
7 Melia Wealth LLC Tulsa 1,164
8 Sutterfield Financial Group, Inc. Bartlesville 1,144
9 Drawbridge Capital Tulsa 981
10 Fourpath Capital Management, LLC Oklahoma City 821

Top 100 in Oklahoma

Independent RIAs with the fastest client growth over one year

Rank Firm City Growth Starting value
1 Hughes Warren, Inc. Edmond 144.1% 331
2 Lig Capital Management, LLC Oklahoma City 47.0% 283
3 Gibraltar Capital Management, Inc. Tulsa 34.3% 394
4 Perissos Private Wealth Management Bethany 32.7% 199
5 Oath Planning, LLC Tulsa 27.4% 394
6 Cadent Capital Advisors, LLC Tulsa 22.5% 552
7 McGuire Capital Advisors, Inc. Bethany 21.6% 1,184
8 Olistico Wealth, LLC Tulsa 20.6% 335
9 Everpar Advisors LLC Tulsa 17.0% 224
10 Council Oak Wealth Advisors Tulsa 15.2% 328

Top 100 in Oklahoma

Independent RIAs with the most accounts

Rank Firm City Most accounts
1 Forge Financial Edmond 7,427
2 Tom Johnson Investment Management, LLC Oklahoma City 5,631
3 Trinity Strategic Wealth Tulsa 5,431
4 Plan Group Financial, Inc. Oklahoma City 3,102
5 Scissortail Wealth Management, LLC Tulsa 2,566
6 Melia Wealth LLC Tulsa 2,478
7 Access Financial Resources Inc. Oklahoma City 2,458
8 The Advisory Resource Group, LLC Tulsa 2,410
9 Sutterfield Financial Group, Inc. Bartlesville 2,392
10 Fourpath Capital Management, LLC Oklahoma City 2,334

Top 100 in Oklahoma

Independent RIAs with the most advisory staff

Rank Firm City Most advisory staff
1 Gibraltar Capital Management, Inc. Tulsa 18
2 Plan Group Financial, Inc. Oklahoma City 17
3 Trinity Strategic Wealth Tulsa 16
4 Forge Financial Edmond 15
5 Sutterfield Financial Group, Inc. Bartlesville 13
6 Cadent Capital Advisors, LLC Tulsa 11
7 Transcendent Capital Group Edmond 9
7 Everpar Advisors LLC Tulsa 9
9 Castlepoint Wealth Advisors Oklahoma City 8
9 Scissortail Wealth Management, LLC Tulsa 8

Top 100 in Oklahoma

Independent RIAs with the most high net worth clients

Rank Firm City Most high net worth clients
1 Tom Johnson Investment Management, LLC Oklahoma City 1,333
2 Forge Financial Edmond 1,057
3 J M Brown Financial Partners Tulsa 372
4 Drawbridge Capital Tulsa 359
5 Gibraltar Capital Management, Inc. Tulsa 240
6 Gaddis Premier Wealth Advisors LLC Durant 218
7 Fourpath Capital Management, LLC Oklahoma City 212
8 Olistico Wealth, LLC Tulsa 203
9 Trinity Strategic Wealth Tulsa 175
10 Hogantaylor Wealth Tulsa 164

Top 100 in Oklahoma

Independent RIAs with the most CFP professionals

Rank Firm City Most CFP professionals
1 Trinity Strategic Wealth Tulsa 8
2 Castlepoint Wealth Advisors Oklahoma City 7
3 Warburton Capital Management, LLC Tulsa 5
3 Sustainable Advisors Alliance LLC Tulsa 5
5 Gibraltar Capital Management, Inc. Tulsa 4
6 F.I.G. Financial Advisory Services, Inc. Oklahoma City 3
6 Access Financial Resources Inc. Oklahoma City 3
6 Hogantaylor Wealth Tulsa 3
6 Cadent Capital Advisors, LLC Tulsa 3
10 J M Brown Financial Partners Tulsa 2

Top 100 in Oklahoma

Newest independent RIAs

Rank Firm City Amount
1 Bridgecreek Financial Group Tulsa $649.9 million
2 Chappelwood Financial Services Edmond $113.1 million
3 L&S Private Wealth, LLC Oklahoma City $108.5 million
4 Tao Private Wealth, LLC Tulsa $104.2 million
5 Baldwin Financial, LLC Oklahoma City $16.5 million
6 Flatlands Wealth LLC Oklahoma City $2.5 million
7 Ideal Financial Planning Oklahoma City $0
7 Rulicent Edmond $0
7 Axion Capital Markets, LLC Oklahoma City $0
7 Belle Isle Advisors Oklahoma City $0

Top 100 in Oklahoma

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in Oklahoma, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
02040608020182020202120232024202664October 1, 2018: 31October 1, 2019: 31October 1, 2020: 38October 4, 2021: 46October 3, 2022: 54October 5, 2023: 54October 1, 2024: 58September 2, 2025: 59October 2, 2026: 64
Data table
As ofFirms
October 1, 201831
October 1, 201931
October 1, 202038
October 4, 202146
October 3, 202254
October 5, 202354
October 1, 202458
September 2, 202559
October 2, 202664
Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$10B$20B$30B$40B201820202021202320242026$26.6BOctober 1, 2018: $12.6 billionOctober 1, 2019: $12.7 billionOctober 1, 2020: $17.5 billionOctober 4, 2021: $22.4 billionOctober 3, 2022: $27.9 billionOctober 5, 2023: $25.8 billionOctober 1, 2024: $29.6 billionSeptember 2, 2025: $34.7 billionOctober 2, 2026: $26.6 billion
Data table
As ofRegulatory assets under management
October 1, 2018$12.6 billion
October 1, 2019$12.7 billion
October 1, 2020$17.5 billion
October 4, 2021$22.4 billion
October 3, 2022$27.9 billion
October 5, 2023$25.8 billion
October 1, 2024$29.6 billion
September 2, 2025$34.7 billion
October 2, 2026$26.6 billion
Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
025K50K75K100K20182020202120232024202677.1KOctober 1, 2018: 26,947October 1, 2019: 31,443October 1, 2020: 39,330October 4, 2021: 52,239October 3, 2022: 57,261October 5, 2023: 60,545October 1, 2024: 76,049September 2, 2025: 82,326October 2, 2026: 77,112
Data table
As ofClient accounts
October 1, 201826,947
October 1, 201931,443
October 1, 202039,330
October 4, 202152,239
October 3, 202257,261
October 5, 202360,545
October 1, 202476,049
September 2, 202582,326
October 2, 202677,112
Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M201820202021202320242026$250MOctober 1, 2018: $269.3 millionOctober 1, 2019: $237.7 millionOctober 1, 2020: $219.1 millionOctober 4, 2021: $265.4 millionOctober 3, 2022: $237.1 millionOctober 5, 2023: $226.7 millionOctober 1, 2024: $240.0 millionSeptember 2, 2025: $255.1 millionOctober 2, 2026: $250.4 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$269.3 million
October 1, 2019$237.7 million
October 1, 2020$219.1 million
October 4, 2021$265.4 million
October 3, 2022$237.1 million
October 5, 2023$226.7 million
October 1, 2024$240.0 million
September 2, 2025$255.1 million
October 2, 2026$250.4 million

The market in Oklahoma now

Headline figures

MeasureIndependent RIAsSEC-registeredState-registered
Firms16564101
Regulatory assets under management$29.2 billion$26.6 billion$2.6 billion
Accounts88,94677,11211,834
Clients55,83148,0367,795
Employees678490188
Advisory employees471317154
Investment adviser representatives488332156
Median RAUM$66.1 million$250.4 million$22.1 million
Average RAUM$198.5 million$421.5 million$31.2 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureIndependent RIAsSEC-registeredState-registered
Firms under $100 million85184
RAUM of firms under $100 million$2.6 billion$4.3 million$2.6 billion
Firms $100 million to $250 million29290
RAUM of firms $100 million to $250 million$5.0 billion$5.0 billion$0
Firms $250 million to $500 million13130
RAUM of firms $250 million to $500 million$4.2 billion$4.2 billion$0
Firms $500 million to $1 billion14140
RAUM of firms $500 million to $1 billion$9.1 billion$9.1 billion$0
Firms $1 billion to $5 billion660
RAUM of firms $1 billion to $5 billion$8.2 billion$8.2 billion$0
Firms $5 billion to $10 billion000
RAUM of firms $5 billion to $10 billion$0$0$0
Firms $10 billion and up000
RAUM of firms $10 billion and up$0$0$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Top 10 share of RAUM 39.3%
Top 100 share of RAUM 98.6%
MeasureIndependent RIAsSEC-registeredState-registered
Top 10 share of RAUM39.3%43.1%32.3%
Top 100 share of RAUM98.6%No dataNo data

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Charge a percentage of assets 95.8%
Charge hourly fees 49.7%
Charge subscription fees 0.0%
Charge fixed fees 59.4%
Receive commissions 0.6%
Charge performance-based fees 3.6%
Other compensation 12.1%
MeasureIndependent RIAsSEC-registeredState-registered
Charge a percentage of assets95.8%98.4%94.1%
Charge hourly fees49.7%59.4%43.6%
Charge subscription fees0.0%0.0%0.0%
Charge fixed fees59.4%65.6%55.4%
Receive commissions0.6%0.0%1.0%
Charge performance-based fees3.6%4.7%3.0%
Other compensation12.1%10.9%12.9%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureIndependent RIAsSEC-registeredState-registered
Have custody24.2%48.4%8.9%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureIndependent RIAsSEC-registeredState-registered
Broker-dealer affiliated0.6%1.6%0.0%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureIndependent RIAsSEC-registeredState-registered
New registrations15510
SuccessionsNo data0No data

Other measures

MeasureIndependent RIAsSEC-registeredState-registered
Firms reporting RAUM1476384
Discretionary RAUM$26.0 billion$23.6 billion$2.4 billion
CFP professionals1098326
25th percentile RAUM$16.9 million$174.3 million$4.2 million
75th percentile RAUM$222.9 million$578.0 million$53.7 million
90th percentile RAUM$589.0 million$898.6 million$74.9 million
Average account size$327,990$344,344$221,426
Offer financial planning77.6%84.4%73.3%
RAUM growth, one yearNo data-23.5%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.